Asset manager · Harrison, NY
Welch Capital Partners LLC
SEC-registered investment adviser · CRD 106721 · SEC 801-52308
At a glance
Welch Capital Partners LLC is an SEC-registered investment adviser based in Harrison, New York, with $506 million in regulatory assets under management as of its Form ADV filed April 30, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 41 individual clients. By Form ADV it is a asset manager, ranked 1,678th of 3,218 asset managers and 7,783rd of 17,210 SEC-registered advisers by assets.
Main office 212-754-6077welchcapital.comAs filed on Form ADV
- Regulatory AUM
- $506M
- Rank among asset managers
- #1,678 of 3,218
- Rank among all SEC RIAs
- #7,783 of 17,210
- Rank in New York
- #1,473 of 2,591
- Individual clients
- 41
- High-net-worth clients
- 25
- Accounts
- 45
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Christopher W. WelchPresident, Chief Compliance Officer, and Senior Portfolio Manager
- Leighton B. WelchChief Executive Officer and Senior Portfolio Manager
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $250M | 49% |
| High-net-worth individuals | 25 | $223M | 44% |
| Individuals | 16 | $21M | 4% |
| Charitable organizations | – | $13M | 2% |
Private funds
Welch Capital Partners LLC reports 1 private funds with $250M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Welch Capital Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗welchcapital.com ↗
AtlasMembers
The full record on Welch Capital Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,018 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Welch Capital Partners LLC manage?
Welch Capital Partners LLC reports $506 million in regulatory assets under management across 45 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 30, 2026.
What kind of firm is Welch Capital Partners LLC?
Welch Capital Partners LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Welch Capital Partners LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($250 million, 1 clients); high-net-worth individuals ($223 million, 25 clients); individuals ($21 million, 16 clients).
Does Welch Capital Partners LLC manage private funds?
Yes. It reports 1 private funds with $250 million in gross assets, including hedge funds.
Does Welch Capital Partners LLC have any disciplinary history?
Welch Capital Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Welch Capital Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →